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Podcast: DealQuest Podcast with Corey Kupfer
Episode: Episode 298: Exploring Corporate Retirement Plans in M&A with Courtenay Shipley
Description: In this insightful episode of the DealQuest Podcast, I have the pleasure of speaking with Courtenay Shipley, the founder and chief planologist of Retirement Planology. With a unique blend of expertise in investment analysis, plan design, and employee education, Courtenay’s firm is at the forefront of consulting and advisory services for corporate-sponsored retirement plans.Courtenay Shipley’s firm, Retirement Planology, specializes in consulting and advisory services for corporate-sponsored retirement plans, including 401(k), 403(b), and 457 plans. Her firm helps companies manage fiduciary responsibilities and best practices to ensure these plans serve both the organization and its employees. With...